Zynergy Retirement Planning’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
992
-738
-43% -$225K 0.2% 22
2025
Q1
$419K Sell
1,730
-383
-18% -$92.7K 0.3% 18
2024
Q4
$514K Hold
2,113
0.36% 17
2024
Q3
$514K Buy
2,113
+307
+17% +$74.6K 0.36% 17
2024
Q2
$388K Buy
+1,806
New +$388K 0.3% 20